+117.4%
INTC vs VO
+197.6%
-80.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.0% |
| 7D | +17.1% | +2.9% | +14.2% | +13.3% |
| 30D | -40.5% | +1.0% | -41.5% | -40.7% |
| 3M | -39.4% | -1.7% | -37.7% | -37.6% |
| 6M | -49.3% | +6.7% | -56.0% | -52.2% |
| YTD | +65.9% | +14.0% | +51.9% | +45.9% |
| 1Y | +61.5% | +13.7% | +47.8% | +42.8% |
| 3Y | +59.6% | +65.8% | -6.2% | -4.3% |
| 5Y | +31.2% | +36.6% | -5.4% | -2.8% |
| All | +117.4% | +197.6% | -80.2% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling